...
This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder. Check to see if this Report exists before you do double work!
Overview
The ClosePlan Adoption by FY Report is used in the ClosePlan ROI Overview Dashboard
...
Account Name
Opportunity Name
Type
Stage
Amount (Sum and Average)
Filters
...
FIlter Filter as needed. Example filters for the ROI Dashboard:
...